Holy Name Retreat Center

EIN: 371588556 501(c)(3)

Houston, TX

Total Revenue
$1,731,641
Total Expenses
$1,899,733
Total Assets
$1,700,589
Net Assets
$1,444,523
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
TX
Principal Officer
Haidee Todora
Phone
7134640211
Tax Period
2023-07-01 to 2024-06-30

Holy Name Retreat Center, founded in 2009, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

To encourage the discovery of God and God's loving compassion through Christ Crucified.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $589,615
Program Service Revenue $1,093,763
Investment Income $28,443
Other Revenue $19,820
TOTAL REVENUE $1,731,641

Expense Breakdown

Grants Paid $550
Salaries & Benefits $926,837
Fundraising Expenses $112,685
Program Expenses $1,105,862
Other Expenses $972,346
TOTAL EXPENSES $1,899,733

Year-over-Year Comparison

2023 2022 Change
Revenue $1,731,641 $1,861,884 -0.1%
Expenses $1,899,733 $1,747,748 +0.1%
Net Income $-168,092 $114,136 -2.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
10
Employees
31
Volunteers
45

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$94,371
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Bruce Bricarell Chairman 1.00
Officer Director
$0 $0 $0
Sandra Sierra Treasurer 1.00
Officer Director
$0 $0 $0
David Gilkeson Secretary thru 12/23 1.00
Officer Director
$0 $0 $0
Fallon Egan Secretary from 1/24 1.00
Officer Director
$0 $0 $0
Ron Bickers Strategic Planning 1.00
Director
$0 $0 $0
Rich Eimer Policy Governance 1.00
Director
$0 $0 $0
Deacon Pat Hancock Board Affairs 1.00
Director
$0 $0 $0
Bruce Marek Board Affairs 1.00
Director
$0 $0 $0
Janet Northrup Board Affairs 1.00
Director
$0 $0 $0
Fr John Schork CP Congregation of the Passionist 1.00
Director
$0 $0 $0
Gary Storemski Board Affairs 1.00
Director
$0 $0 $0
James Anderson Retreat Center Director 40.00
Officer
$78,933 $15,438 $94,371
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,731,641 $1,899,733 $1,700,589 $-168,092
2023 $1,861,884 $1,747,748 $1,830,936 $114,136
2022 $1,631,047 $1,570,216 $1,687,932 $60,831
2021 $1,353,796 $1,180,049 $1,739,305 $173,747
2020 $1,287,565 $1,407,827 $1,699,270 $-120,262
2019 $1,351,883 $1,609,887 $1,600,962 $-258,004
2018 $1,441,107 $1,529,377 $1,825,730 $-88,270
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